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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,341 | $81,763-4.2% | $58,561+33.8% | $139,466-43.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 55.81% | 7427.77%-7372.0pp | 4251.33%-4195.5pp | 373.66%-317.8pp |
| Employer contribution / active EE | $231 | $1,398-83.5% | $1,053-78.1% | $4,754-95.2% |
| Participant deferral / active EE | $443 | $2,555-82.7% | $1,923-77.0% | $6,712-93.4% |
| Admin fee / account holder | $20,164 | $3,273+516.0% | $2,520+700.0% | $11,409+76.7% |